Jorge Peribáñez
Investment Analyst (CFA Level I Candidate)
Madrid
Summary
An enthusiastic, self-motivated, reliable, responsible, and hardworking person. An excellent team worker, adaptable to all challenging situations. Highly capable of working well under pressure and adhering to strict deadlines. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
5
5
years of post-secondary education
4
4
Certifications
3
3
Languages
Work History
Investment Analyst Intern
Resilience Partners
04.2023 - Current
- Monitoring of deal flow, initial investment review Information Memoranda, other independent research.
- Assistance in the analysis of investment opportunities and support during the entire process.
- Assistance in the preparation of company profiles
- Financial Analysis: Financial modelling in excel including cash flow generation, leverage levels and latest trading and assessment of its business plan going forward.
- Assistance in portfolio management and monitoring of existing investments.
- Sector and Market analysis of the investment and Risk/Return Analysis.
- Assisting, where appropriate, with any other such as areas new deal origination efforts, fundraising, ESG, marketing materials and others.
Project Office Intern
Nologin Consulting S.L.U
03.2022 - 07.2022
- Collaborated with team members on various projects, leading to increased productivity and success.
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Demonstrated strong attention to detail while proofreading documents, resulting in error-free reports.
Volunteer Worker
Centro De Día Cai-Ozanam
09.2017 - 04.2018
- Paid attention to detail while completing assignments.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Adhered to company policies, safety procedures
and performance standards. - Generated reports detailing findings and recommendations.
Education
Master in Stock Exchange And Financial Markets - Finance
Instituto De Estudios Bursátiles
Madrid 10.2022 - 01.2024
Business Administration And Management - Finance And Economics
Universidad De Zaragoza
Zaragoza 09.2018 - 06.2022
Skills
Teamwork and Collaboration
Problem Solver
Decision making
Dependable and Responsible
Attention to detail
Interpersonal communication
Certification
Bloomberg Market Concepts
Timeline
Bloomberg Market Concepts
10-2023
LSE Excellence Program 2023
09-2023
Investment Analyst Intern
Resilience Partners
04.2023 - Current
Master in Stock Exchange And Financial Markets - Finance
Instituto De Estudios Bursátiles
10.2022 - 01.2024
Project Office Intern
Nologin Consulting S.L.U
03.2022 - 07.2022
The 10 key points of Excel
03-2022
Business Administration And Management - Finance And Economics
Universidad De Zaragoza
09.2018 - 06.2022
First Certificate
03-2018
Volunteer Worker
Centro De Día Cai-Ozanam
09.2017 - 04.2018